Mexco Energy
8 hedge funds and large institutions have $1.25M invested in Mexco Energy in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
65% more capital invested
Capital invested by funds: $761K → $1.25M (+$491K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.13% less ownership
Funds ownership: 15.11% → 14.98% (-0.13%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$309 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.62K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.04K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Brown Advisory
Baltimore,
Maryland
| $830K | – | – | – |
|
2
Northern Trust
Chicago,
Illinois
| $287K | – | – | – |
|
3
California Public Employees Retirement System
Sacramento,
California
| $61K | – | – | – |
|
|
BCM
4
Bridgeway Capital Management
Houston,
Texas
| $49K | – | – | – |
|
|
5
Morgan Stanley
New York
| $18K | -$4.62K | -1,315 | -23% |
|
|
6
UBS Group
Zurich,
Switzerland
| $7K | -$3.04K | -865 | -35% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$1K | -466 | Closed |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | +$309 | +88 | New |
|
MXC Hedge Fund Activity: Q3 2016 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mexco Energy (MXC) for Q3 2016, worth a combined $1.25M — up 65% from $761K a quarter earlier.
Fund positioning in MXC was balanced in Q3 2016: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $309. The largest seller was Morgan Stanley, cutting an estimated $4.62K.
- 8 institutional investors held Mexco Energy (MXC) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $1.25M of Mexco Energy stock for Q3 2016, up 65% quarter-over-quarter.
- 1 fund opened new Mexco Energy positions in Q3 2016 and 1 closed out, a net change of 0 holders.
- The largest Mexco Energy buyer in Q3 2016 was Bank of America, an estimated $309 added.
- The largest Mexco Energy seller in Q3 2016 was Morgan Stanley, an estimated $4.62K sold.
Based on aggregated 13F filings for Q3 2016.